Use
You can edit the items in resource-related billing in the following views:
You can switch between the views at any time.
This sales price view shows the items from the expenditure view, sorted and combined per SD items. The prices for the items are calculated using
SD pricing.In the sales price view, you can edit individual or header items from resource-related billing, with the help of
SD conditions. If you make changes in the header item, the system automatically copies them to the line items.The screen for the sales price
view is comprised of an overview tree and a table.Procedure
The tables below contain information on the processing options:
Processing Options in the Overview Tree
Function |
Procedure |
Result |
Open and close hierarchy nodes |
Click once. |
Opening and closing hierarchy nodes gives you on overview of the dynamic items and their assignments within the project structure, or of the sales/service order. |
Display objects in table |
Double click the object description |
The hierarchy node and its direct successors are displayed in the table. |
Processing Options in the Table
Function |
Procedure |
Result |
Display detailed information |
Select a line in the table and choose . |
The system displays detailed information in a dialog box. |
Enter conditions for pricing |
Use the Condition type table column to choose conditions |
You choose a condition type and enter the appropriate value. The system updates the price automatically. See also: Maintaining Conditions |
Display condition records |
Select a condition record and choose Condition Record. |
The system displays the detailed information for the selected condition type. Choose to return to the sales price view. |
Update prices |
Choose Update. |
You can stipulate that the system updates all of pricing or only part of it by, for example, recalculating the rebate conditions. See also: Repeating Pricing |
Display pricing log |
Choose Analysis. |
The system displays a detailed log of pricing. Choose to return to the sales price view. See also: Analyzing Pricing and Conditions |
Processing Options Using the Menu Bar
Function |
Procedure |
Result |
Switch to the expenditure view |
Choose Expenditure. |
The system displays the expenditure view |
Save billing request in a document |
Choose . |
The system saves the billing request in a document. You can edit the document later. |
Generate billing request |
Choose Billing Request. |
You generate a billing document in the Sales and Distribution (SD) component. |
See also:
Settings: Sales Pricing and Billing